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Podcast: Smarter Vet Financial Podcast
Episode: Episode 196 - The Hidden Problems Inside Million Dollar Mutual Fund Portfolios
Description: Send us Fan MailMany veterinarians build wealth using mutual funds, but once a portfolio grows into the seven‑figure range, the hidden challenges begin. Taxes you didn’t expect. Overlapping holdings you didn’t realize you owned. Lack of customization. And far less control than your financial life now requires.In this episode, CJ and Tom break down why mutual funds are often great when you’re just getting started—but may cause major hurdles once your portfolio exceeds $1M. You'll learn how taxes can quietly erode wealth, why diversification isn’t always what it seems, an...